Sutton Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sutton Wealth Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$34.1K	Hold	472	–	–	0.02%	275
2023 Q2	$35.4K	Hold	472	–	–	0.02%	271
2023 Q1	$33.8K	Hold	472	–	–	0.02%	245
2022 Q4	$32.2K	Hold	472	–	–	0.01%	525
2022 Q3	$29.7K	Hold	472	–	–	0.01%	530
2022 Q2	$30.1K	Hold	472	–	–	0.01%	529
2022 Q1	$36.5K	Hold	472	–	–	0.01%	505
2021 Q4	$40.2K	Hold	472	–	–	0.01%	487
2021 Q3	$37.4K	Hold	472	–	–	0.01%	486
2021 Q2	$38.2K	Hold	472	–	–	0.01%	484
2021 Q1	$37K	Hold	472	–	–	0.01%	481
2020 Q4	$34.1K	Hold	472	–	–	0.01%	463
2020 Q3	$28.2K	Hold	472	–	–	0.01%	448
2020 Q2	$26.4K	Hold	472	–	–	0.01%	458
2020 Q1	$21.1K	Hold	472	–	–	0.01%	466
2019 Q4	$28.1K	Hold	472	–	–	0.01%	480
2019 Q3	$26.4K	Hold	472	–	–	0.01%	488
2019 Q2	$26.7K	Hold	472	–	–	0.02%	488
2019 Q1	$25.9K	Hold	472	–	–	0.02%	494
2018 Q4	$22.6K	Hold	472	–	–	0.01%	489
2018 Q3	$27.5K	Buy	472 +140	+42%	+$8.13K	0.02%	474
2018 Q2	$18.7K	Hold	332	–	–	0.01%	616
2018 Q1	$18.1K	Hold	332	–	–	0.01%	611
2017 Q4	$17.9K	Hold	332	–	–	0.01%	589
2017 Q3	$16.8K	Hold	332	–	–	0.01%	595
2017 Q2	$16.3K	Hold	332	–	–	0.01%	598
2017 Q1	$15.8K	Hold	332	–	–	0.01%	591
2016 Q4	$15.1K	Hold	332	–	–	0.01%	581
2016 Q3	$14.5K	Hold	332	–	–	0.01%	557
2016 Q2	$14K	Hold	332	–	–	0.01%	542
2016 Q1	$13.5K	Buy	+332	New	+$12.7K	0.01%	536

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Sutton Wealth Advisors's IJK Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2023 at 472 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #275.

Sutton Wealth Advisors first reported a position in IJK in Q1 2016 and has held it in 31 quarters since. The position peaked at $40.2K in Q4 2021. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

Sutton Wealth Advisors held 472 shares of iShares S&P Mid-Cap 400 Growth ETF worth $34.1K as of Q3 2023.
Sutton Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2023.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #275 holding.
Sutton Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $40.2K in Q4 2021.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.